Purchases and Sales Made in Q1 2024 in Xcel Energy Inc (XEL)
This table provides information about the institutional ownership of Xcel Energy Inc (XEL) during Q1 2024. The information is specifically focused on institutions that hold shares of XCEL ENERGY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-7.47K- 11.87% |
$362K - $476K
|
55.5K
$3.85M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.73K- 6.14% |
$374K - $493K
|
118K
$8.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-8.12K- 67.15% |
$393K - $517K
|
3.97K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-8.36K- 29.94% |
$405K - $533K
|
19.6K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.58K- 8.35% |
$416K - $547K
|
94.2K
$6.54M
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-8.66K- 7.53% |
$419K - $552K
|
106K
$7.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-9.04K- 99.16% |
$438K - $576K
|
77
$5.35K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-9.15K- 24.49% |
$443K - $583K
|
28.2K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-9.41K- 33.12% |
$456K - $600K
|
19K
$1.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-10.1K- 65.11% |
$488K - $642K
|
5.4K
$375K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-10.3K- 48.64% |
$499K - $657K
|
10.9K
$756K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.5K- 43.83% |
$510K - $671K
|
13.5K
$938K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.6K- 15.26% |
$515K - $678K
|
59K
$4.1M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-10.6K- 75.91% |
$515K - $678K
|
3.38K
$234K
|
|
|
Apr 25, 2024
Q1 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-10.8K- 1.99% |
$523K - $688K
|
532K
$37M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-11.1K- 74.68% |
$536K - $705K
|
3.75K
$260K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.3K- 34.53% |
$550K - $723K
|
21.5K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-12.1K- 1.13% |
$587K - $772K
|
1.06M
$73.8M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-12.8K- 4.3% |
$621K - $817K
|
285K
$19.8M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-12.9K- 56.85% |
$623K - $819K
|
9.76K
$678K
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-12.9K- 11.33% |
$625K - $823K
|
101K
$7.02M
|
|
|
May 15, 2024
Q1 2024
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-13K- 47.45% |
$630K - $828K
|
14.4K
$1M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-13.6K- 12.24% |
$659K - $867K
|
97.5K
$6.77M
|
|
|
May 15, 2024
Q1 2024
|
Energy Income Partners, LLC
Westport, CT |
SELL
|
- |
-13.9K- 1.46% |
$674K - $887K
|
941K
$65.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-14.4K- 37.05% |
$699K - $920K
|
24.5K
$1.7M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.6K- 1.9% |
$754K - $992K
|
805K
$55.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-15.8K- 60.63% |
$764K - $1M
|
10.2K
$711K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-16K- 26.35% |
$776K - $1.02M
|
44.8K
$3.11M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-17.6K- 11.05% |
$854K - $1.12M
|
142K
$9.85M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-18.7K- 72.28% |
$906K - $1.19M
|
7.18K
$498K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.8K- 16.64% |
$910K - $1.2M
|
94.1K
$6.54M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18.8K- 54.88% |
$910K - $1.2M
|
15.4K
$1.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-18.9KClosed |
$914K - $1.2M
|
0
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-19.4K- 14.53% |
$941K - $1.24M
|
114K
$7.94M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-19.5K- 4.81% |
$944K - $1.24M
|
385K
$26.8M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-19.5K- 65.22% |
$946K - $1.24M
|
10.4K
$723K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-20K- 3.45% |
$969K - $1.27M
|
560K
$38.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-20.1K- 40.12% |
$976K - $1.28M
|
30.1K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-20.5K- 12.87% |
$994K - $1.31M
|
139K
$9.65M
|
|
|
May 14, 2024
Q1 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-20.8K- 6.85% |
$1.01M - $1.33M
|
283K
$19.7M
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-21K- 14.68% |
$1.02M - $1.34M
|
122K
$8.46M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-21.4K- 97.52% |
$1.04M - $1.37M
|
546
$37.9K
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
SELL
|
- |
-21.8K- 30.95% |
$1.06M - $1.39M
|
48.6K
$3.38M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22.7K- 56.07% |
$1.1M - $1.45M
|
17.8K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.2K- 13.63% |
$1.17M - $1.54M
|
154K
$10.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-24.6K- 24.25% |
$1.19M - $1.57M
|
77K
$5.35M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.2K- 34.92% |
$1.22M - $1.61M
|
47K
$3.26M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-25.5K- 10.12% |
$1.24M - $1.63M
|
227K
$15.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-26.1K- 46.21% |
$1.27M - $1.66M
|
30.4K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-28.5K- 3.7% |
$1.38M - $1.81M
|
740K
$51.4M
|